Analyzing Your Custom Expense Report; Programming The Mapping Table - Palm IIIe Handbook

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Analyzing your custom Expense Report

If you already have a custom Excel expense report, you can use it with
a modified mapping table. However, before you can create a
Maptable.xls file that corresponds to your custom Expense Report,
you must first analyze the characteristics of your report.
Perform the following before you begin a custom mapping table:
Print a copy of your custom expense report. Activate the Row and
Column Headings option in the Sheet settings of the Page Setup
command. This enables you to quickly determine the size of the
Section(s), as well as the numbers for the start rows and columns.
On the printed copy, identify the data Sections. A Section is an
area of data with common row and column formatting. A yellow
highlighter marking pen can make it easy to see the Sections as
you work with programming the mapping table. Your custom
Expense Report can contain any number of Sections, and the same
data can be repeated in any Section.
On the printed copy, identify the type of Labels that apply to each
Section. Each Section can have only one kind of Fixed or Variable
Label for rows. Likewise, each Section can have only one kind of
Fixed or Variable Label for columns.
Place a copy of your custom Expense Report in the Template
folder (in the Franklin Planner Software directory). Change the file
name so it has the file extension .xlt (which defines it as a Microsoft
Excel template). Make a note of the exact file name so it can be
defined in the mapping table file.

Programming the mapping table

Once you have analyzed the components of your custom Expense
Report, you can program the mapping table to fill the report with data
from the organizer.
To program a new custom mapping table:
1. Open a copy of the Maptable.xls file in Microsoft Excel.
Note:
This file is located in the same folder as the Franklin
Planner Software application. Make a backup copy of this file
before you make your modifications.
2.
Mapping a new template.
original template that you chose for your modifications. The name
of the template will appear in column B of the Maptable.xls file,
Appendix C
Scroll to where you find the name of the
Page 197

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